# The Oaklea Trust (South Lakes & Furness)

*Operated by The Oaklea Trust.*

The Oaklea Trust (South Lakes & Furness) is a CQC-regulated home-care agency in Kendal.

## CQC Ratings

| Key question | Rating |
| --- | --- |
| Overall | Good |
| Safe | Good |
| Effective | Good |
| Caring | Good |
| Responsive | Good |
| Well-led | Good |

Rating published: 10/08/2022

## Practical info

- Postcode: LA9 6RY
- Registered manager: Williams, Alex
- Local authority: Westmorland and Furness
- Region: North West
- City: Kendal
- Last CQC check: 10/Aug/2022 - 00:00

## Inspection findings

### caring

- Finding
  - Respecting and promoting people's privacy, dignity and independence
  - Published: 2025-12-12
- Finding
  - Supporting people to express their views and be involved in making decisions about their care
  - Published: 2025-12-12
- Finding
  - Ensuring people are well treated and supported; respecting equality and diversity
  - Published: 2025-12-12

### effective

- Finding
  - Ensuring consent to care and treatment in line with law and guidance
  - Published: 2025-12-12
- Finding
  - Supporting people to live healthier lives, access healthcare services and support
  - Published: 2025-12-12
- Finding
  - Supporting people to eat and drink enough to maintain a balanced diet
  - Published: 2025-12-12
- Finding
  - Staff support: induction, training, skills and experience
  - Published: 2025-12-12
- Finding
  - Assessing people's needs and choices; delivering care in line with standards, guidance and the law
  - Published: 2025-12-12

### Other

- Finding
  - Evidence: The provider demonstrated duty of candour, investigated incidents, shared lessons learnt and made improvements following the previous inspection.
  - Published: 2025-12-12
- Finding
  - Evidence: People were supported to maintain relationships, access activities and avoid social isolation; hospital passports ensured communication needs were met in healthcare settings.
  - Published: 2025-12-12
- Finding
  - Evidence: Medicines were managed safely, with records kept clearly and independence promoted where possible.
  - Published: 2025-12-12
- Finding
  - Evidence: The provider worked effectively with partner agencies, healthcare professionals and other stakeholders to achieve good outcomes for people.
  - Published: 2025-12-12
- Finding
  - Evidence: Staff were trained, skilled and felt well supported; the registered manager was accessible and promoted an open, inclusive culture.
  - Published: 2025-12-12
- Finding
  - Evidence: Care plans were person-centred, detailed and written positively based on people's abilities, communication needs and individual preferences.
  - Published: 2025-12-12
- Finding
  - Evidence: Staff supported people to maximise independence, make their own decisions and pursue goals and aspirations in line with Right Support, Right Care, Right Culture guidance.
  - Published: 2025-12-12
- Finding
  - Evidence: People felt safe and staff were trained to recognise and report abuse; risks were assessed, monitored and managed effectively following improvements from the previous inspection.
  - Published: 2025-12-12

### responsive

- Finding
  - End of life care and support
  - Published: 2025-12-12
- Finding
  - Improving care quality in response to complaints or concerns
  - Published: 2025-12-12
- Finding
  - Supporting people to develop and maintain relationships to avoid social isolation
  - Published: 2025-12-12
- Finding
  - Meeting people's communication needs
  - Published: 2025-12-12
- Finding
  - Planning personalised care to ensure people have choice and control and to meet their needs and preferences
  - Published: 2025-12-12

### safe

- Finding
  - Learning lessons when things go wrong
  - Published: 2025-12-12
- Finding
  - Preventing and controlling infection
  - Published: 2025-12-12
- Finding
  - Using medicines safely
  - Published: 2025-12-12
- Finding
  - Staffing and recruitment
  - Published: 2025-12-12
- Finding
  - Systems and processes to safeguard people from the risk of abuse; Assessing risk, safety monitoring and management
  - Published: 2025-12-12

### well_led

- Finding
  - Working in partnership with others
  - Published: 2025-12-12
- Finding
  - Engaging and involving people using the service, the public and staff; Continuous learning and improving care
  - Published: 2025-12-12
- Finding
  - How the provider understands and acts on the duty of candour
  - Published: 2025-12-12
- Finding
  - Managers and staff being clear about their roles, and understanding quality performance, risks and regulatory requirements
  - Published: 2025-12-12

## Source

Data published by the [Care Quality Commission](https://www.cqc.org.uk/) under the Open Government Licence v3.0. Canonical page: https://homecarecompass.co.uk/agency/1-7802194139

HomeCare Compass is an independent guide and is not affiliated with the CQC.